+717.0%
HSY vs POET
-24.0%
+741.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +1.3% |
| 7D | -0.4% | +3.7% | -4.1% | -0.4% |
| 30D | -3.4% | -11.5% | +8.1% | -3.4% |
| 3M | -0.5% | -30.8% | +30.3% | -0.3% |
| 6M | -19.1% | +8.6% | -27.7% | -19.8% |
| YTD | -2.1% | +20.1% | -22.1% | -3.0% |
| 1Y | -3.2% | +35.7% | -38.9% | -4.5% |
| 3Y | -8.8% | +116.5% | -125.3% | -11.9% |
| 5Y | +13.0% | -8.4% | +21.4% | +9.5% |
| 10Y | +130.9% | +24.6% | +106.3% | +119.5% |
| All | +717.0% | -24.0% | +741.0% | +708.9% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded POET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling